AI Delivery Partner for Financial Services Firms

Posted last month

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

We are a small AI consulting practice that helps financial services firms put AI to work inside their business. Our clients are owner-led firms like accountants, business appraisers, financial advisors, and insurance agents. We do not sell one-off scripts or disposable projects. We build practical AI systems that take real work off these firms' plates, delivered through ongoing monthly work. Demand is growing and the bottleneck is delivery. We are looking for one delivery partner to own that side of the work with us. How it works: we handle marketing, sales, and the paid advisory session that starts each client. Once a client moves to ongoing work, you take the lead on delivery. You build the systems against the priorities we set each month, and you run the weekly client meeting as their main point of contact. We stay in for support, to translate the client's business context, and to own the relationship at the top, but week to week the client works with you. What you would own: -Building AI and agentic systems for clients -Running the weekly client meeting and being the client's day-to-day contact -Taking each engagement from kickoff through delivery on the month's agreed hours, to a standard we can stand behind Compensation is $100/hour for your hours, which include both build time and client meetings. Straightforward and paid against tracked hours. As our client book grows, so do the hours available. Who we are looking for: -Genuinely fluent building real systems with modern AI tools. -Not just familiar with them. You should be comfortable architecting and shipping working systems for non-technical business owners. -Client-ready. You can run a working session, explain technical things plainly to a non-technical owner, and hold a client relationship week to week. -Native or fluent English. You are in front of clients every week, so clear, natural communication is non-negotiable. -Strong general technical judgment. The specific stack matters less than the ability to find the right solution and build it. -Reliable. We scope the work and stand behind it, so we need to count on what you deliver and how you handle the client. Who this is not for: anyone looking to own sales or pricing, anyone who only wants to build quietly and never talk to a client, and anyone new to this work hoping to learn on the job. To apply, tell us briefly: the most relevant AI system you have built and what it did for the business, how comfortable you are leading client calls, and how you approach building these systems. Start your reply with the word "Agentic" so we know you read this in full. Applications without it will not be reviewed. We will move quickly with the right person.

  • More than 30 hrs/week
    Hourly
  • 3-6 months
    Duration
  • Expert
    Experience Level
  • $80.00

    -

    $110.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type

Contract-to-hire opportunity

This lets talent know that this job could become full time.
Learn more
Skills and Expertise
Mandatory skills
AI Agent Development
AI Consulting
Activity on this job
  • Proposals:50+
  • Last viewed by client:3 weeks ago
  • Interviewing:
    12
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Jun 2, 2026
  • United States
    Needham3:37 PM
  • Tech & IT
    Small company (2-9 people)

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